SWM
Selective Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-600
| Closed | -$108K | – | 436 |
|
|
2022
Q3 | $108K | Hold |
600
| – | – | 0.05% | 197 |
|
|
2022
Q2 | $117K | Hold |
600
| – | – | 0.04% | 197 |
|
|
2022
Q1 | $120K | Hold |
600
| – | – | 0.04% | 189 |
|
|
2021
Q4 | $120K | Hold |
600
| – | – | 0.05% | 177 |
|
|
2021
Q3 | $108K | Buy |
+600
| New | +$108K | 0.06% | 171 |
|